Andres
Cota

Brookstone Capital Management LLC

CRD#6303726
Investment Advisor
in Tucson, AZ

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About this Advisor

Andres Cota is a financial advisor based in Tucson, Arizona, working with Brookstone Capital Management LLC. Andres has previously held positions at Edward Jones, Secure Investment Management, LLC, G.F. Investment Services, LLC, J.D. Mellberg Financial, LLC, First Dominion Capital Corp, and Brookstone Capital Management. Andres has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Andres is part of Brookstone Capital Management LLC, which operates out of Tucson, Arizona. The firm has 271 offices and 395 employees. The firm manages assets totaling $8.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Brookstone Capital Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1080 S Coyote Summit Place
Tucson, AZ 85745

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$8,842,567,363

AZ Average: $6,674,516,078
Total Number of Employees

395

AZ Average: 44
Total Number of Accounts

68,500

AZ Average: 2,564
Average Account Size

$129,089

AZ Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Andres Cota Work History

2021 - Present (3 years)

Brookstone Capital Management

2019 - 2021 (2 years)

First Dominion Capital Corp

2016 - 2021 (5 years)

Secure Investment Management, LLC

2016 - 2017 (1 year)

G.F. Investment Services, LLC

2014 - 2014 (< 1 year)

Edward Jones

2014 - 2016 (2 years)

J.D. Mellberg Financial, LLC

Disclosures

Please visit the SEC profile of Andres Cota to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brookstone Capital Management LLC

Brandon Means
Saint Peters, MO
Steven Garibay
Dunedin, FL
Eddie James
Wheaton, IL
Davril Massey
Charlotte, NC
Andrew Sumallo
Charlotte, NC
Lance Boeger
Overland Park, KS
Kyle Boston
Wheaton, IL
David Hill
Wheaton, IL

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